Ballentine Capital Advisors, Inc.

About Ballentine Capital Advisors, Inc.

<p>From its Greenville headquarters and Clemson office, Ballentine Capital Advisors, Inc. (now BCA Private Wealth) works with clients across Upstate South Carolina—Greenville, Anderson, and Pickens counties—and with households and business owners around the United States.</p> <p>Founded in 2002, the firm has 18 employees and reports $12.0B in AUM (2026). It provides wealth management and financial planning for individuals, families, and business owners, with a focus on retirement income planning and high-net-worth planning. The team also supports business owners with planning tied to cash flow, succession, and employee benefits decisions.</p> <p>Planning work often centers on taxes, risk management, and estate planning coordination. The firm also offers 3(38) investment management services for retirement plans, taking discretionary responsibility for selecting and monitoring plan investments. A clear differentiator is its experience with planning needs for government employees, as well as AT&amp;T and Duke Energy employees.</p> <ul> <li>Wealth management and investment strategy</li> <li>Retirement income planning</li> <li>High-net-worth financial planning</li> <li>Business owner planning services</li> <li>3(38) investment management for qualified retirement plans (<a href="/plan-advisors">plan advisors</a>)</li> </ul>

Website: http://ballentinecapital.com/

Founded: 2002

Employees: 18